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| Focus Wealth Advisors LLC
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| |
|---|---|
| CRD # | 165425 |
| SEC # | 801-77462 |
| CIK # | 0001845643 |
| AUM | $247.8 MM (2024-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 713-800-7170 |
| Address | 2200 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001845643 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CBTX Inc | 4.5 | ||
| Apple Inc | 2,382,844.0 | 3.4 | |
| Microsoft Corp | 1,918,222.4 | 3.1 | |
| American Express Co | 107,077.6 | 2.4 | |
| Salesforce Com Inc | 170,602.7 | 2.1 | |
| General Electric Co | 72,511.8 | 2.1 | |
| VISA Inc | 419,260.5 | 2.1 | |
| Merck & Co Inc | 232,371.9 | 2.0 | |
| Adobe Systems Inc | 172,760.2 | 2.0 | |
| Dow Inc | 38,247.2 | 1.8 | |
| McDonalds Corp | 179,584.2 | 1.8 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 30.6 |
| (b) Individuals (high net worth individuals) | 44 | 216.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 247.8 |
| By Discretionary | ||
| Discretionary | 354 | 244.4 |
| Non-Discretionary | 3 | 3.4 |
| Total | 357 | 247.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.8 | |
| Total | 357 | 247.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845643] |
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